Financial ADVSR advisor directory · SEC adviser records
Kestra Advisory Services, LLC financial advisors in Worthington, OH
Every SEC-registered investment adviser representative at a Kestra Advisory Services, LLC office in Worthington, A to Z.
3 registered advisors work at Kestra Advisory Services, LLC in Worthington, out of 1,429 at the firm nationwide; it ranks number 11 in the city by advisors. 1 list the CFP designation and 1 are also registered broker representatives.
Kestra Advisory Services, LLC advisors in Worthington, A to Z
Every Kestra Advisory Services, LLC advisor →- Joseph W. MoyerAlso a broker rep
- Tera C. MyersInvestment adviser rep
- Michael WesselCertified Financial Planner, Chartered Financial Analyst
Kestra Advisory Services, LLC advisors in every city and state →Kestra Advisory Services, LLC: assets, clients and custodians →Kestra news and advisor moves →Advisor Moves: who changed firms this week →
Kestra Advisory Services, LLC advisors in other cities
Austin, TX 452Port Jefferson, NY 16Fairfield, NJ 13Fort Worth, TX 13Pittsburgh, PA 11Dallas, TX 10Denver, CO 10Freehold, NJ 10Tyler, TX 10Boca Raton, FL 9Encino, CA 9Lakewood, CO 9Paramus, NJ 9Plymouth, MN 9Bethesda, MD 8
Other firms in Worthington
All Worthington advisors →Pfs Investments Inc. 32Ameriprise Financial Services, LLC 19LPL Financial LLC 9Osaic Wealth, Inc. 7Balance Wealth 6Raymond James Financial Services Advisors, Inc. 6Thrivent Investment Management Inc. 6Equitable Advisors, LLC 5Ameritas Advisory Services, LLC 4Edward Jones 3Royal Oak Financial Group 3Stratos Wealth Partners, Ltd. 3
Questions
How many financial advisors does Kestra Advisory Services, LLC have in Worthington?
3 investment adviser representatives are registered at Kestra Advisory Services, LLC offices in Worthington, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 1,429 nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.
Is Kestra Advisory Services, LLC one of the largest advisor employers in Worthington?
Kestra Advisory Services, LLC ranks number 11 in Worthington by registered advisors; Pfs Investments Inc. has the most, with 32.
How do I check a Kestra Advisory Services, LLC advisor in Worthington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Kestra Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.